Patrick Moosmann

MAAT INVESTMENT GROUP GMBH

MUNICH, 80336

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CRD#: 7972205

Professional summary

Patrick Moosmann is a registered financial advisor currently at MAAT INVESTMENT GROUP GMBH .

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Managing Director and sole shareholder of Silvanigra Holding UG (haftungsbeschraenkt), a private holding company incorporated in Munich, Germany (Commercial Register Number: 288552). The purpose of the company is the management of personal, proprietary assets. The official appointment as Managing Director took place on October 27th, 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Moosmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2025 - Present

MAAT INVESTMENT GROUP GMBH

Office #1: Paul-heyse-str. 29, Munich 80336

RIA

CRD#: 332840

MUNICH,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAAT INVESTMENT GROUP GMBH

CRD#: 332840 / SEC#: 801-131245

RIA

Registered Investment Advisory firm - (10/11/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2025

Uniform Investment Adviser Law Examination

Current Firm

MAAT INVESTMENT GROUP GMBH

CRD#: 332840 / SEC#: 801-131245

RIA

Registered Investment Advisory firm - (10/11/2024 Approved)

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Contact information

Main Address

Paul-heyse-str. 29, Munich 80336

Mailing Address

Phone number

(862) 256-7219

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - FORM ADV PART 2A (6/25/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 1,060,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick Moosmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Moosmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAAT INVESTMENT GROUP GMBH

Primary Firm SEC Registration

MAAT INVESTMENT GROUP GMBH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2025

Current Firm

MAAT INVESTMENT GROUP GMBH

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAAT INVESTMENT GROUP GMBH

TRUST BUT VERIFY

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